Staff Get Staff - Client Financial Relationship Manager, CFS - Client Financial Advisory MY

Job Responsibilities

• Specialize in hunting retail market segment on wealth and deposits through acquisition of new High Value customers (Preferred and Prime customers).
• To increase wealth, CASA account and grow deposit balances i.e AUM through cross-selling of other deposit related products.
• To actively identify potential sales opportunities and manage sales pipeline.
• To leverage various prospecting methods to generate leads, secure meetings, and pitch cash management solutions.
• To build and maintain profitable business relationships with prospective customers
• Assisting with the account opening.
• Comply strictly with CIMB's policies and procedures

Job Requirements

• Related sales working experience coupled with PCE, CEILI, TBE or FIMM (UT) license will be an added advantage.
• Good networking skill, customer focus, confident, proactive and result oriented.
• Excellent negotiation and communication skills with good command in multiple languages will be an added advantage.
• Professional demeanor and strong business etiquette.